-51.2%
LULU vs FIVN
+27.5%
-78.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -2.4% | -14.9% | -16.9% |
| 7D | -16.7% | -2.3% | -14.4% | -16.3% |
| 30D | -18.5% | +12.4% | -30.9% | -20.5% |
| 3M | -19.5% | +36.0% | -55.5% | -24.7% |
| 6M | -41.9% | +86.0% | -127.9% | -48.6% |
| YTD | -51.6% | +65.9% | -117.5% | -56.4% |
| 1Y | -51.2% | +26.5% | -77.7% | -54.7% |
| All | -51.2% | +27.5% | -78.7% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling